Aditya Birla Sun Life MNC Fund

Direct · Growth

AI Summary

Performance

Aditya Birla Sun Life MNC Fund has delivered a 1Y SIP XIRR of 17.32%, ahead of the category average of 14.1%, but its longer-term XIRR lags peers significantly — 10.57% over 10Y versus the category's 16.71%. Against the NIFTY 50, the fund shows a defensive profile with low beta (0.66-0.81) and consistently lower upside capture (64-75%), though it outperformed the benchmark over 3Y (9.57% vs 7.84% CAGR) and 15Y (12.24% vs 9.76% CAGR). The fund's lump-sum CAGR trails the benchmark over 5Y, 7Y, and 10Y windows, indicating it shines mainly in down markets rather than sustained bull runs.

Risk

The fund exhibits strong downside protection, with downside capture of roughly 60-73% across windows and a maximum drawdown of just -0.32% over the measured period, recovering in 253 days. However, it has experienced 9 drawdown events exceeding 10%, and its low beta of 0.66-0.72 means it participates far less in market rallies. Calmar ratios between 0.35 and 0.51 suggest modest risk-adjusted returns relative to the drawdowns endured over longer horizons.

Portfolio

The portfolio holds 60 stocks with a well-spread top 10, led by Maruti Suzuki (5.45%), Hindustan Unilever (4.03%), and United Spirits (3.77%), with no single position above 5.5%. Sector allocation is diversified across Pharmaceuticals (11.4%), Auto Components (8.7%), Industrial Products (7.1%), Food Products (7.0%), and Automobiles (6.8%), consistent with its multinational companies theme. This breadth reduces single-stock and single-sector risk, though the MNC mandate limits exposure to domestic mid- and small-cap growth stories.

Category Positioning

Compared to the Sectoral/Thematic category, the fund underperforms on SIP XIRR across all horizons beyond 1 year — for example, 12.19% over 3Y versus the category's 16.82%. Its calendar-year returns are inconsistent, ranging from 73.17% in 2014 to -4.82% in 2022 and -0.67% in 2025. The fund's strength lies in capital preservation during weak markets rather than category-beating returns, making it a laggard among thematic peers in strong rallies.

Investor Suitability

This fund suits conservative investors seeking exposure to high-quality multinational companies with lower volatility than the broader market, rather than aggressive thematic investors chasing high returns. A horizon of 7-10 years or more is appropriate, as the fund's outperformance versus the NIFTY 50 emerges over 12-15 year windows (alpha of 2.98% and 3.65%). Investors should have moderate risk tolerance and accept that the fund will likely underperform in strong bull markets due to its low upside capture.

  • Strong downside protection with downside capture of 59-73% and a maximum drawdown of only -0.32%, making it resilient in weak markets
  • Positive alpha versus NIFTY 50 over 3Y (2.10%), 12Y (2.98%), and 15Y (3.65%) windows, showing long-term benchmark outperformance
  • Well-diversified 60-stock portfolio with no holding above 5.45% of NAV and balanced sector exposure

  • SIP XIRR trails the category average across all horizons beyond 1 year, including 10.57% over 10Y versus the category's 16.71%
  • Low upside capture (64-75%) means the fund significantly lags the market during bull phases, and lump-sum CAGR trails the NIFTY 50 over 5Y, 7Y, and 10Y

Generated on 06-09-2026, 8:02 PM. Verify before investing.

₹1502.39
17 Aug 2026
NAV
13.4%
3Y CAGR
12.1%
5Y CAGR
12.6%
10Y CAGR
13.1%
Weighted CAGR
?
2.02
Sharpe
-32.4%
Max Drawdown
?
1.29%
TER

If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.

Duration Invested Median Value XIRR Min XIRR Max XIRR
1 Year ₹12.00 L ₹12.64 L 17.3% -45.4% 116.4%
3 Years ₹36.00 L ₹42.82 L 12.2% -15.8% 38.9%
5 Years ₹60.00 L ₹77.55 L 10.9% -5.4% 26.6%
7 Years ₹84.00 L ₹1.20 Cr 10.3% 4.0% 16.1%
10 Years ₹1.20 Cr ₹2.08 Cr 10.6% 6.6% 13.9%
12 Years ₹1.44 Cr ₹2.88 Cr 10.8% 7.6% 14.2%

SIP returns vs benchmark & category

Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.

Duration Fund SIP XIRR NIFTY 50 Category avg Fund edge
1 Year 17.3% 14.4% 14.1% +3.0%
3 Years 12.2% 11.1% 16.8% +1.1%
5 Years 10.9% 10.4% 16.9% +0.5%
7 Years 10.3% 10.6% 16.5% -0.3%
10 Years 10.6% 11.5% 16.7% -0.9%
12 Years 10.8% 11.4% 16.3% -0.5%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 16.7% 10.2% -24.4% 109.8% 0.44 1.75 76%
3 Years 13.4% 11.4% -1.6% 38.0% 0.85 7.32 100%
5 Years 12.1% 10.7% 0.6% 28.9% 0.91 7.92 100%
10 Years 12.6% 13.7% 7.7% 17.1% 2.02 100%

-32.4%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-5.8%
Avg Drawdown

Calmar Ratio by Duration

0.51
1Y
0.41
3Y
0.37
5Y
0.36
7Y
0.39
10Y
0.45
12Y

Compared against NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Bench CAGR
1 Year -0.65 0.81 74.7% 72.6% -1.4% -2.4%
3 Years +2.10 0.72 73.6% 68.2% 9.6% 7.8%
5 Years -0.06 0.67 65.1% 62.2% 7.4% 7.9%
7 Years +0.53 0.65 64.2% 61.0% 10.6% 11.9%
10 Years -0.41 0.66 64.5% 62.1% 9.0% 10.9%
12 Years +2.98 0.67 67.5% 61.7% 11.7% 9.8%
15 Years +3.65 0.64 66.5% 59.3% 12.2% 9.8%

60
Total Holdings
35.5%
Top 10 Weight
27
Sectors
# Stock % of NAV
1 Maruti Suzuki India Limited 5.45%
2 Hindustan Unilever Limited 4.03%
3 United Spirits Limited 3.77%
4 Nestle India Limited 3.55%
5 Schaeffler India Limited 3.48%
6 Gland Pharma Limited 3.39%
7 Cummins India Limited 3.37%
8 Vedanta Aluminium Metal Ltd 2.96%
9 Britannia Industries Limited 2.91%
10 Bosch Limited 2.62%